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Clearstead Advisors’s Gen Digital GEN Stock Holding History

Clearstead Advisors’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.01K Sell
213
-2,050
-91% -$47.4K ﹤0.01% 1772
2025
Q4 		$61.5K Buy
2,263
+1,040
+85% +$28K ﹤0.01% 1311
2025
Q3 		$34.7K Buy
1,223
+400
+49% +$12K ﹤0.01% 1409
2025
Q2 		$24.2K Buy
823
+752
+1,059% +$20.6K ﹤0.01% 1545
2025
Q1 		$1.89K Buy
71
+59
+492% +$1.62K ﹤0.01% 1912
2024
Q4 		$329 Sell
12
-3,929
-100% -$113K ﹤0.01% 2007
2024
Q3 		$108K Buy
+3,941
New +$101K ﹤0.01% 1011

Other funds holding GEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return